FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
-12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,585
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$2.4M
3
+$2.34M
4
LMT icon
Lockheed Martin
LMT
+$2.31M
5
GS icon
Goldman Sachs
GS
+$1.56M

Top Sells

1
+$1.63M
2
+$902K
3
+$778K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$771K
5
MSFT icon
Microsoft
MSFT
+$745K

Sector Composition

1 Technology 21.14%
2 Financials 12.16%
3 Healthcare 11.81%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.9M 1.14%
59,164
-1,253
27
$7.74M 1.12%
57,182
+2,566
28
$6.93M 1%
32,747
+1,599
29
$6.31M 0.91%
73,835
-9,099
30
$6.25M 0.91%
97,714
-7,364
31
$6.17M 0.89%
16,105
-563
32
$5.93M 0.86%
38,967
+1,804
33
$5.85M 0.85%
28,875
+2,272
34
$5.76M 0.83%
37,240
+220
35
$5.65M 0.82%
19,189
+424
36
$5.1M 0.74%
49,300
+420
37
$5.03M 0.73%
35,486
+3,781
38
$4.93M 0.71%
71,280
39
$4.5M 0.65%
12,107
-534
40
$4.29M 0.62%
80,168
-410
41
$4.15M 0.6%
86,072
-8,139
42
$4.12M 0.6%
18,604
-2,510
43
$4.12M 0.6%
39,285
+22,918
44
$4.08M 0.59%
11,447
+254
45
$4M 0.58%
18,432
+55
46
$3.92M 0.57%
12,269
+22
47
$3.6M 0.52%
7,584
+563
48
$3.53M 0.51%
43,317
+3,627
49
$3.45M 0.5%
18,085
+330
50
$3.3M 0.48%
52,308
+5,112
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